Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

SWK holding history

Stanley Black & Decker, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWK overview All 13F holders of SWK Full Q2 2026 holdings

Shares (Q2 2026): 14,498
Value: $1.36M
% of portfolio: <0.1%
Quarters held: 21; Since Q2 2021

Holdings of SWK by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,498	$1.36M	<0.1%	−398−2.7%	Reduced	Holders
Q1 2026	14,896	$1.06M	<0.1%	+1,193+8.7%	Added	Holders
Q4 2025	13,703	$1.02M	<0.1%	−384−2.7%	Reduced	Holders
Q3 2025	14,087	$1.05M	<0.1%	−1,600−10.2%	Reduced	Holders
Q2 2025	15,687	$1.06M	<0.1%	−5,847−27.2%	Reduced	Holders
Q1 2025	21,534	$1.66M	<0.1%	−3,917−15.4%	Reduced	Holders
Q4 2024	25,451	$2.04M	<0.1%	−6,723−20.9%	Reduced	Holders
Q3 2024	32,174	$3.54M	<0.1%	−15,859−33.0%	Reduced	Holders
Q2 2024	48,033	$3.84M	<0.1%	+978+2.1%	Added	Holders
Q1 2024	47,055	$4.61M	0.1%	+94+0.2%	Added	Holders
Q4 2023	46,961	$4.61M	0.1%	−398−0.8%	Reduced	Holders
Q3 2023	47,359	$3.96M	<0.1%	+5,254+12.5%	Added	Holders
Q2 2023	42,105	$3.95M	0.1%	−559−1.3%	Reduced	Holders
Q1 2023	42,664	$3.44M	0.1%	+5,629+15.2%	Added	Holders
Q4 2022	37,035	$2.78M	0.1%	+219+0.6%	Added	Holders
Q3 2022	36,816	$2.79M	0.1%	+3,144+9.3%	Added	Holders
Q2 2022	33,672	$3.52M	0.1%	−6,131−15.4%	Reduced	Holders
Q1 2022	39,803	$5.56M	0.1%	+27,235+216.7%	Added	Holders
Q4 2021	12,568	$2.37M	0.1%	−1,383−9.9%	Reduced	Holders
Q3 2021	13,951	$2.45M	0.1%	+9,776+234.2%	Added	Holders
Q2 2021	4,175	$856.0K	<0.1%	+4,175	New	Holders